Mai Capital Management Incresed Positions in Q3 2025

Mai Capital Management

  • $15.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
90.6K
+ 5.51%
$620.67 - $670.08 $56.2M - $60.7M
1.73M $1.16B
SPY
Spdr S&P 500 ETF Trust

ETFs
45.3K
+ 5.99%
$617.65 - $666.84 $28M - $30.2M
802K $534M
AAPL
Apple Inc.

Technology
140K
+ 7.43%
$202.38 - $256.87 $28.2M - $35.9M
2.02M $514M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
433K
+ 8.86%
$62.09 - $66.51 $26.9M - $28.8M
5.32M $347M
VEA
Vanguard Ftse Developed Market

ETFs
436K
+ 11.41%
$56.02 - $60.3 $24.4M - $26.3M
4.26M $255M
QQQ
Invesco Qqq Trust, Series 1

ETFs
23.1K
+ 6.77%
$546.99 - $602.2 $12.6M - $13.9M
364K $218M
IEFA
Ishares Tr

ETFs
204K
+ 10.05%
$81.7 - $87.53 $16.7M - $17.9M
2.23M $195M
IVW
Ishares S&P 500 Growth ETF

ETFs
59.4K
+ 5.64%
$108.97 - $121.65 $6.47M - $7.22M
1.11M $134M
JPM
Jpmorgan Chase & CO

Financial Services
19.6K
+ 4.58%
$282.78 - $316.06 $5.54M - $6.19M
448K $141M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
113K
+ 3.37%
$49.43 - $54.52 $5.59M - $6.17M
3.47M $188M
VTI
Vanguard Total Stock Market Et

ETFs
35.4K
+ 9.85%
$303.93 - $329.86 $10.8M - $11.7M
395K $130M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17K
+ 0.85%
$108.46 - $120.63 $1.84M - $2.05M
2.01M $239M
IWM
Ishares Russell 2000 ETF

ETFs
40.3K
+ 9.09%
$214.92 - $244.84 $8.67M - $9.88M
484K $117M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
538K
+ 664.84%
$50.47 - $50.74 $27.2M - $27.3M
619K $31.4M
IVE
Ishares S&P 500 Value ETF

ETFs
35.2K
+ 3.58%
$194.44 - $206.51 $6.85M - $7.28M
1.02M $211M
TSLA
Tesla, Inc.

Consumer Cyclical
2.62K
+ 2.41%
$293.94 - $444.72 $769K - $1.16M
111K $49.4M
IEMG
Ishares Inc

ETFs
379K
+ 21.02%
N/A
2.18M $117M
SGOL
Abrdn Gold ETF Trust

ETFs
512K
+ 1289.95%
$31.18 - $36.81 $16M - $18.8M
552K $20.3M
JNJ
Johnson & Johnson

Healthcare
41.7K
+ 7.39%
$155.17 - $185.42 $6.47M - $7.73M
606K $112M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
5.77K
+ 2.36%
$567.09 - $607.37 $3.27M - $3.51M
250K $149M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10.1K
+ 8.14%
$567.77 - $614.76 $5.74M - $6.21M
134K $82.3M
ABBV
Abb Vie Inc.

Healthcare
26.8K
+ 5.17%
$184.85 - $231.54 $4.96M - $6.22M
546K $126M
WMT
Walmart Inc.

Consumer Defensive
81.8K
+ 15.85%
$94.4 - $104.27 $7.72M - $8.53M
598K $61.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.25K
+ 0.32%
$28.92 - $32.19 $210K - $233K
2.26M $72.1M
ETN
Eaton Corp PLC

Industrials
11.2K
+ 10.39%
$342.99 - $392.76 $3.84M - $4.4M
119K $44.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
270K
+ 22.72%
$52.39 - $53.11 $14.2M - $14.4M
1.46M $77.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
27.3K
+ 5.03%
$181.56 - $190.33 $4.96M - $5.2M
571K $108M
VIG
Vanguard Dividend Appreciation

ETFs
76.8K
+ 8.24%
N/A
1.01M $184M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
301K
+ 49927.86%
$45.26 - $46.63 $13.6M - $14M
302K $13.9M
VUG
Vanguard Growth ETF

ETFs
5.31K
+ 5.13%
$433.97 - $484.08 $2.3M - $2.57M
109K $52.2M
ZWS
Zurn Water Solutions Corp

Industrials
294K
+ 138446.23%
$36.48 - $47.94 $10.7M - $14.1M
294K $13.8M
CAT
Caterpillar Inc

Industrials
21.1K
+ 85.79%
$390.92 - $477.15 $8.26M - $10.1M
45.8K $21.8M
GE
General Electric CO

Industrials
4.74K
+ 4.4%
$244.75 - $305.63 $1.16M - $1.45M
112K $33.8M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
223K
+ 105465.88%
$47.75 - $54.24 $10.6M - $12.1M
223K $12M
FVAL
Fidelity Covington Tr Value Fa

ETFs
149K
+ 99.17%
$63.74 - $69.18 $9.49M - $10.3M
299K $20.6M
BAC
Bank Of America Corp

Financial Services
27.9K
+ 2.7%
$44.92 - $52.42 $1.25M - $1.46M
1.06M $54.8M
DELL
Dell Technologies Inc.

Technology
75.8K
+ 490.34%
$120.96 - $141.77 $9.17M - $10.7M
91.2K $12.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
30.4K
+ 9.32%
$192.76 - $203.86 $5.86M - $6.19M
356K $72.6M
VONE
Vanguard Russell 1000 ETF

ETFs
14K
+ 9.94%
$280.68 - $303.97 $3.93M - $4.25M
155K $46.8M
NOW
Service Now, Inc.

Technology
10.1K
+ 74.88%
$850.86 - $1044.69 $8.59M - $10.5M
23.6K $21.7M
VGSH
Vanguard

ETFs
181K
+ 12.78%
$58.43 - $58.88 $10.5M - $10.6M
1.59M $93.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
210K
+ 12.62%
$21.69 - $23.34 $4.56M - $4.91M
1.88M $43.7M
IAU
Ishares Gold Trust

ETFs
42.5K
+ 7.8%
$61.62 - $72.77 $2.62M - $3.09M
587K $42.7M
FISV
Fiserv Inc

Technology
84.7K
+ 238.41%
N/A
120K $15M
KLAC
Kla Corp

Technology
9.29K
+ 680.66%
$843.9 - $1078.6 $7.84M - $10M
10.7K $11.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
92K
+ 28.27%
$97.75 - $100.75 $9M - $9.27M
418K $41.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
52.4K
+ 13.81%
$92.26 - $97.51 $4.84M - $5.11M
432K $41.7M
IEF
Ishares Barclays

ETFs
91.4K
+ 19.44%
$93.91 - $97.26 $8.59M - $8.89M
562K $54.2M
CSCO
Cisco Systems, Inc.

Technology
42.9K
+ 4.56%
$66.2 - $71.79 $2.84M - $3.08M
983K $67.3M
Activity Summary
Buys All Purchases 2094 New Holdings 567 Increased Positions 1527 Sells All Sells 854 Reductions 853 Sold out 1 Options Calls 80 Puts 24
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